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Tiedemann Advisors is one of the largest independent investment and wealth advisors for high-net-worth individuals, families, trusts, foundations and endowments. Founded in 1999, Tiedemann has nine offices across the U.S. including its trust services office, Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware.
Unlike conventional private equity firms, Equus operates as a private holding company to acquire, invest in and build meaningful businesses in partnership with management over an indefinite time horizon. We understand that achieving sustainable growth takes time, careful planning and methodical execution and thus often requires a long-term perspective.
Promus Ventures invests in disruptive early-stage software companies delivering analytic and data-driven products and services. The fund invests primarily in San Francisco, Los Angeles, New York and Chicago, and focuses on mobile, digital media, tools and analytics, and connected web.
Capital Square is a national investment sponsor specializing in tax-advantaged real estate offerings, including Delaware statutory trusts and qualified opportunity zone funds. Founded in 2012, the investor-centric company has quickly grown to have completed more than $2.5 billion in transaction volume, as of December 23, 2020. The firm is a leading sponsor of Delaware statutory trust offerings for investors seeking replacement property as part of a Section 1031 exchange and cash investors. Based on current market conditions, Capital Square strategically focuses on multifamily and healthcare properties for most of its DST offerings. The company sponsors turn-key real estate investment offerings with low investment minimums to provide investors access to larger and higher quality real estate than they would be able to acquire on their own. The investment management firm launched its first qualified opportunity fund in July 2019 for investors seeking the benefits of qualified opportunity zone investing as a result of the Tax Cuts and Jobs Act of 2017.